Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir M'bioka is a financial advisor at J.P. Morgan Securities LLC with over 10 years of experience in the industry. Samir has a strong track record of providing financial advice to individuals, families, and businesses. Samir specializes in providing investment advice and financial planning services. Samir is registered with FINRA and holds the Series 6, 7, 63, and 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
02/02/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
11/10/2017 - 11/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
04/11/2017 - 07/14/2017
J.P. MORGAN SECURITIES LLC (HAYWARD CA)
CA
04/28/2015 - 06/17/2016
WADDELL & REED (CONCORD CA)
CA
06/04/2013 - 12/19/2014
MORGAN STANLEY (SAN FRANCISCO CA)
CA
04/02/2012 - 07/09/2012
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
10/17/2011 - 12/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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